We are live on ! Find out more
Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+4.17%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$42.9B
AUM Growth
+$1.2B
Cap. Flow
-$23.9M
Cap. Flow %
-0.06%
Top 10 Hldgs %
13.77%
Holding
3,246
New
450
Increased
1,273
Reduced
1,008
Closed
492

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$276M
2
IBM icon
IBM
IBM
+$272M
3
PG icon
Procter & Gamble
PG
+$161M
4
CL icon
Colgate-Palmolive
CL
+$151M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$146M

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$405M
2
CELG
Celgene Corp
CELG
+$207M
3
BKNG icon
Booking.com
BKNG
+$123M
4
LLY icon
Eli Lilly
LLY
+$114M
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$109M

Sector Composition

Rank Sector Weight
1 Technology 15.92%
2 Healthcare 13.46%
3 Consumer Discretionary 11.99%
4 Industrials 10.52%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YZC
2526
DELISTED
Yanzhou Coal Mining
YZC
$247K ﹤0.01%
33,000
-74,842
-69% -$583K
BOKF icon
2527
BOK Financial
BOKF
$8.85B
$246K ﹤0.01%
3,700
-20,842
-85% -$1.36M
VGZ icon
2528
Vista Gold
VGZ
$328M
$246K ﹤0.01%
492,600
-104,500
-18% -$49.4K
SURG
2529
DELISTED
SYNERGETICS USA, INC.
SURG
$246K ﹤0.01%
79,500
+27,100
+52% +$89.4K
NSLP
2530
DELISTED
NEW SOURCE ENERGY PARTNERS L P COM UNIT REPST LTD
NSLP
$244K ﹤0.01%
+10,200
New +$237K
SMIT
2531
DELISTED
Schmitt Industries Inc
SMIT
$242K ﹤0.01%
86,500
+200
+0.2% +$561
LFC
2532
DELISTED
China Life Insurance Company Ltd.
LFC
$242K ﹤0.01%
+18,483
New +$249K
RIOM
2533
DELISTED
RIO ALTO MNG LTD NEW COM SHS (CANADA)
RIOM
$242K ﹤0.01%
+104,600
New +$206K
SORL
2534
DELISTED
SORL Auto Parts, Inc.
SORL
$242K ﹤0.01%
80,400
+7,722
+11% +$25.1K
MOG.B icon
2535
Moog Inc Class B
MOG.B
$240K ﹤0.01%
3,300
– –
BONT
2536
DELISTED
Bon-Ton Stores Inc/The
BONT
$240K ﹤0.01%
23,235
-176,862
-88% -$1.88M
LTRX icon
2537
Lantronix
LTRX
$272M
$239K ﹤0.01%
121,366
-4,242
-3% -$8.27K
BDMS
2538
DELISTED
BIRNER DENTAL MGMT SVCS INC
BDMS
$238K ﹤0.01%
13,300
+800
+6% +$14.1K
PKY
2539
DELISTED
Parkway, Inc.
PKY
$237K ﹤0.01%
+11,500
New +$223K
CTBI icon
2540
Community Trust Bancorp
CTBI
$1.44B
$235K ﹤0.01%
6,876
-16,612
-71% -$575K
ELSE
2541
DELISTED
Electro-Sensors
ELSE
$235K ﹤0.01%
55,200
+2,800
+5% +$11.4K
KTOS icon
2542
Kratos Defense & Security Solutions
KTOS
$11.8B
$233K ﹤0.01%
29,893
-50,607
-63% -$393K
GFN
2543
DELISTED
General Finance Corporation
GFN
$233K ﹤0.01%
24,500
+12,094
+97% +$106K
AEHR icon
2544
Aehr Test Systems
AEHR
$4.02B
$230K ﹤0.01%
107,200
-400
-0.4% -$946
UVSP icon
2545
Univest Financial
UVSP
$1.19B
$230K ﹤0.01%
11,100
-17,226
-61% -$344K
STRI
2546
DELISTED
STR HLDGS INC COM STK NEW (DE)
STRI
$230K ﹤0.01%
56,767
-94,333
-62% -$409K
SUN icon
2547
Sunoco
SUN
$14B
$229K ﹤0.01%
4,882
-13,536
-73% -$577K
DXF
2548
Eason Technology Ltd
DXF
$1.72M
$227K ﹤0.01%
4
– –
PRZM
2549
DELISTED
Prism Technologies Group, Inc
PRZM
$227K ﹤0.01%
73,200
+6,300
+9% +$20.2K
STRS
2550
DELISTED
STRATUS PPTYS INC
STRS
$226K ﹤0.01%
14,100
+1,500
+12% +$24.7K
100 101
102
103 104

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's Q2 2014 Portfolio in Review

As of Q2 2014, Jim Simons held 3,246 positions worth $42.9B, up 2.9% from $41.7B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Jim Simons's Q2 2014 filing shows 450 new, 1,273 increased, 1,008 reduced and 492 closed positions. Its largest new stake was Procter & Gamble: 2,001,729 shares worth $157M. The largest sale was Verizon, an estimated $405M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q2 2014 buy was Procter & Gamble: 2,001,729 shares worth $157M.
  • Jim Simons added most to Pfizer in Q2 2014, an estimated $276M increase.
  • Jim Simons's biggest Q2 2014 reduction was Verizon, cutting an estimated $405M.
  • Jim Simons fully exited Booking.com in Q2 2014, selling an estimated $123M.
  • Jim Simons's ten largest holdings make up 14% of its $42.9B portfolio in Q2 2014.
  • Jim Simons opened 450 new positions and closed 492 in Q2 2014.
  • Jim Simons's portfolio value rose 2.9% quarter-over-quarter to $42.9B.

Based on Renaissance Technologies's 13F filing for Q2 2014, filed 13 Aug 2014.